Thomas Raby is a financial advisor with Eagle Strategies (NY Life) based in Vienna, VA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes seven years at RiskSpan, Inc. and nine years at Jadan Group, LLC. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored advice across multiple program types, including fee-based hourly advice and retirement plan consulting, with most assets managed on a non-discretionary basis.

Matthew Mc Leod is a financial advisor at Empower Advisory Group with one year of industry experience. He holds a Series 66 designation and has worked previously at Janney Montgomery Scott and other financial firms. Outside of his advisory work, he is a publisher with Warszawska Firma Wydawnicza in Poland and owns Sweet Boy Bakery, a home baking business in Arlington, VA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage account holders, using an integrated model connected to Empower’s recordkeeping and administrative platforms.

Anthony Slovick is a CFA® charterholder and holds Series 63 and Series 66 licenses, with seven years of industry experience. He has worked at TD Private Client Wealth LLC and TD Bank N.A. since 2023, previously serving at Bank of America N.A. and Merrill from 2020 to 2023, and Hancock Whitney Bank from 2007 to 2020. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional and high-net-worth clients, combining strategic and tactical asset allocation through a mix of affiliated and third-party sub-managers. The firm offers portfolio management, financial planning support, and custody services using technology platforms from Envestnet and custody through Pershing.

Dianne Nolin is a CFP® with 35 years of industry experience, currently serving as an advisor at Osaic Advisory Services, LLC. She has held previous roles at Triad Hybrid Solutions, Triad Advisors, Spire Investment Partners, and Spire Wealth Management. In addition to her advisory work, she manages a divorce financial planning team and provides educational content on divorce-related financial topics. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers comprehensive investment management and financial planning services through multiple program models and utilizes both proprietary and third-party platforms.

Harrison Quimby is a financial advisor with TD Private Client Wealth LLC in Vienna, VA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at The Vanguard Group, Inc. and Curi Capital. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional clients, high-net-worth individuals, and retail clients, using a combination of strategic and tactical asset allocation with investments from both affiliated and third-party sub-managers.

Jeffrey Bunch is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at PNC Investments for seven years before joining Citigroup in 2023. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.

Roberto Herrera is a financial advisor at Creative Planning with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Principal Securities Inc and Fisher Investments. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension and profit-sharing plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies alongside selective private market exposure.

K Kennedy is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2022. Prior to this, Kennedy worked at several firms including Royal Alliance Associates, Seia LLC, SII, EF Legacy Securities, and Edelman Financial Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, direct indexing, and other platforms, while also providing specialized services such as retirement plan consulting and charitable advisory.

Gregory Curtin is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 63 and Series 65 licenses. Outside of finance, he has been involved with soccer organizations and performance training in Arlington. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to manage model portfolios and select third-party managers.

Matthew Smith is a financial advisor at First Command Advisory Services with Series 63 and Series 65 licenses. He has one year of industry experience and previously served in the U.S. Coast Guard. Outside of finance, he is involved with the Burke Athletic Club. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, with investment management centralized through an internal team that selects and monitors model portfolios and third-party managers.

Robin Christman is a financial advisor with Janney Montgomery Scott in Alexandria, VA, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and several other firms. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plans, and offers a combination of brokerage, financial planning, and managed account services.

Atricia Roberts is a CFP® professional with 11 years of industry experience, currently serving at Kestra Advisory since 2019. Her previous experience includes roles at Bank of America and Merrill. Outside of her advisory work, she holds a position as COO and Partner at Curo Private Wealth, where she oversees client service operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets across a diverse client base that includes sovereign wealth funds.

Nicholas Marten is a financial advisor at &Partners with two years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Equinox. Outside of advising, he has assisted with maintenance operations at Equinox Sports Club. &Partners serves a diverse client base including high-net-worth individuals and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting through both discretionary and non-discretionary services. The firm utilizes a combination of fundamental, technical, and quantitative analysis and provides access to proprietary and third-party investment strategies.

Sarrah Schreffler is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 designations and five years of industry experience. She previously worked at Cambridge Associates and has prior experience at Denison University and JCrew. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates strategic allocation models and proprietary analytics with broad access to Goldman Sachs affiliates to deliver tailored investment solutions.

Alina Seminaro is a financial advisor with Steward Partners Investment Advisory, LLC, holding a Series 66 credential and 23 years of industry experience. She has been affiliated with Steward Partners and its related entities since 2013 and previously worked at Raymond James Financial Services. Seminaro is also a team member of Legacy Wealth Partners. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a broad client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of advisory services and portfolio management solutions, utilizing both in-house and third-party money managers.

Jennifer Stover is a financial advisor at TIAA-CREF with 13 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Sandy Spring Bank. Outside of her advisory role, she has authored four books under the pen name Penelope Aaron. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to employer retirement plans, as well as to trusts, estates, and corporate entities. The firm offers a range of advisory services including model and customized portfolios and acts as adviser to a donor-advised fund.

Joel Levesque is a CFA® charterholder with 15 years of industry experience. He has been with J.W. Cole Advisors, Inc. since 2012 and previously worked at Workman Securities Corporation. Levesque serves as Chief Financial Officer for Army Emergency Relief, a nonprofit that provides grants and no-interest loans to soldiers and their families in financial distress. He is also a member of the Board of Trustees Development Committee at Thornton Academy. J.W. Cole Advisors operates a large network of independent advisors, offering fee-based portfolio management, financial planning, retirement services, and third-party manager platforms to individuals, high-net-worth clients, and institutions. The firm employs a mix of fundamental and technical strategies and provides both discretionary and non-discretionary account management.

Bassem Beaini is a financial advisor with Eagle Strategies (New York Life) based in Vienna, VA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has held roles at Eagle Strategies since 2010 and operates several affiliated firms, including B & H Financial Services Inc. and Blueprint for Financial Success. He is also a shareholder in NYLARC Holding Company, Inc., which reinsures life insurance policies written with New York Life. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers advice through various program types with an emphasis on tailoring recommendations and managing the majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

John Utley Jr. is a CFP® with 39 years of industry experience, currently serving at Steward Partners Investment Advisory, LLC. His prior experience includes roles at Raymond James Financial Services and Wells Fargo Clearing. He is also the owner of Utley LLC, a support company based in McLean, VA. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC‑registered RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Brian Bourdon is a financial advisor with TD Private Client Wealth LLC in Vienna, VA, holding Series 63 and Series 65 licenses and 21 years of industry experience. His prior roles include positions at Wells Fargo, Truist Advisory Services, and NY Life. He hosts a podcast called "Happy Hour at the End of the World," focused on current events. TD Private Client Wealth LLC provides discretionary wrap-fee managed account programs and brokerage services to institutional, high-net-worth, and retail clients, combining strategic and tactical asset allocation through a mix of affiliated and third-party sub-managers.